Home > The Northern Trust Company > Number of Fiduciary and Related Asset Accounts
The Northern Trust Company, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,673,000 | 10 |
| Number of Managed Accounts | $98,798,000 | 4 |
| Personal Trust and Agency Accounts | $20,136,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $25,000 | 131 |
| Employee Benefit-defined Benefit Accounts | $64,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $17,188,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $58,697,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,677,000 | 7 |
| Other Fiduciary Accounts | $11,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,642,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $95,420,000 | 2 |
| Number of Non-Managed Accounts | $17,875,000 | 15 |
| Personal Trust and Agency Accounts | $1,650,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,029,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $7,863,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $2,545,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 248 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 396 |
| Number (#) individual retirement, health savings, and other similar accounts | $401,000 | 4 |
| Other Fiduciary Accounts | $2,387,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,620,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $26,895,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $342,000 | 88 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,137,000 | 9 |
| Number of Managed Accounts | $98,367,000 | 4 |
| Personal Trust and Agency Accounts | $20,248,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 120 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $17,017,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $58,349,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,649,000 | 7 |
| Other Fiduciary Accounts | $11,000 | 39 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,474,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,770,000 | 15 |
| Personal Trust and Agency Accounts | $1,644,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,949,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $7,882,000 | 11 |
| Number non-managed other employee benefit and retirement-related accounts | $2,538,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 118 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Number (#) individual retirement, health savings, and other similar accounts | $392,000 | 4 |
| Other Fiduciary Accounts | $2,365,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,236,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $26,770,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 71 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,513,000 | 10 |
| Number of Managed Accounts | $98,453,000 | 4 |
| Personal Trust and Agency Accounts | $20,388,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 125 |
| Employee Benefit-defined Benefit Accounts | $65,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $16,946,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $58,359,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,652,000 | 7 |
| Other Fiduciary Accounts | $14,000 | 38 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,403,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,060,000 | 15 |
| Personal Trust and Agency Accounts | $1,649,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,947,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,125,000 | 13 |
| Number non-managed other employee benefit and retirement-related accounts | $2,570,000 | 34 |
| Corporate Trust and Agency Accounts | $0 | 169 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 289 |
| Number (#) individual retirement, health savings, and other similar accounts | $408,000 | 4 |
| Other Fiduciary Accounts | $2,361,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,241,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $26,509,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $347,000 | 80 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,570,000 | 10 |
| Number of Managed Accounts | $98,320,000 | 4 |
| Personal Trust and Agency Accounts | $20,452,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $66,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $16,796,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $58,284,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,676,000 | 7 |
| Other Fiduciary Accounts | $17,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,251,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,250,000 | 16 |
| Personal Trust and Agency Accounts | $1,646,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,972,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $8,142,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,599,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $521,000 | 3 |
| Other Fiduciary Accounts | $2,370,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,928,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $26,294,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 41 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,986,000 | 9 |
| Number of Managed Accounts | $98,556,000 | 4 |
| Personal Trust and Agency Accounts | $20,616,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $28,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $69,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $16,664,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $58,526,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,637,000 | 7 |
| Other Fiduciary Accounts | $16,000 | 47 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $16,123,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $96,735,000 | 2 |
| Number of Non-Managed Accounts | $18,430,000 | 16 |
| Personal Trust and Agency Accounts | $1,652,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,059,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,229,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,627,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 212 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $535,000 | 3 |
| Other Fiduciary Accounts | $2,328,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,335,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $25,591,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $356,000 | 53 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,528,000 | 9 |
| Number of Managed Accounts | $98,242,000 | 4 |
| Personal Trust and Agency Accounts | $20,703,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $29,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $16,474,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $58,360,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,588,000 | 7 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,932,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,286,000 | 16 |
| Personal Trust and Agency Accounts | $1,642,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,070,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,148,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,578,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 115 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $536,000 | 2 |
| Other Fiduciary Accounts | $2,312,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,047,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $24,985,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $336,000 | 44 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $116,773,000 | 10 |
| Number of Managed Accounts | $98,295,000 | 4 |
| Personal Trust and Agency Accounts | $20,803,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $16,387,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $58,441,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,545,000 | 7 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,846,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,478,000 | 14 |
| Personal Trust and Agency Accounts | $1,651,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,027,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,358,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,582,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 230 |
| Number (#) individual retirement, health savings, and other similar accounts | $547,000 | 2 |
| Other Fiduciary Accounts | $2,313,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,965,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $24,302,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $340,000 | 42 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $115,499,000 | 10 |
| Number of Managed Accounts | $97,213,000 | 4 |
| Personal Trust and Agency Accounts | $20,733,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $31,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $71,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $16,121,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $57,765,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,476,000 | 7 |
| Other Fiduciary Accounts | $16,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,587,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,286,000 | 14 |
| Personal Trust and Agency Accounts | $1,644,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,994,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,247,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,546,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 109 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Number (#) individual retirement, health savings, and other similar accounts | $566,000 | 2 |
| Other Fiduciary Accounts | $2,289,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,043,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $24,055,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 40 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $114,368,000 | 10 |
| Number of Managed Accounts | $96,307,000 | 4 |
| Personal Trust and Agency Accounts | $20,764,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $32,000 | 82 |
| Employee Benefit-defined Benefit Accounts | $72,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $15,994,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $56,955,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,474,000 | 8 |
| Other Fiduciary Accounts | $16,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,458,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $94,295,000 | 1 |
| Number of Non-Managed Accounts | $18,061,000 | 14 |
| Personal Trust and Agency Accounts | $1,649,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,971,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,081,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,532,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 213 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 346 |
| Number (#) individual retirement, health savings, and other similar accounts | $567,000 | 2 |
| Other Fiduciary Accounts | $2,261,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,154,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $23,570,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $340,000 | 49 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $111,701,000 | 10 |
| Number of Managed Accounts | $93,740,000 | 4 |
| Personal Trust and Agency Accounts | $20,468,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $33,000 | 80 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 15 |
| Number of other employee benefit and retirement-related accounts | $15,691,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $55,031,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,428,000 | 9 |
| Other Fiduciary Accounts | $16,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $15,162,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,961,000 | 15 |
| Personal Trust and Agency Accounts | $1,567,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,936,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,166,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,520,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 181 |
| Number (#) individual retirement, health savings, and other similar accounts | $575,000 | 2 |
| Other Fiduciary Accounts | $2,197,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $63,502,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $23,068,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $338,000 | 39 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $110,431,000 | 10 |
| Number of Managed Accounts | $92,397,000 | 4 |
| Personal Trust and Agency Accounts | $20,376,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $36,000 | 78 |
| Employee Benefit-defined Benefit Accounts | $74,000 | 14 |
| Number of other employee benefit and retirement-related accounts | $15,526,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $53,978,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,391,000 | 9 |
| Other Fiduciary Accounts | $16,000 | 35 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,991,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $18,034,000 | 16 |
| Personal Trust and Agency Accounts | $1,553,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,976,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,157,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,543,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $584,000 | 2 |
| Other Fiduciary Accounts | $2,221,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,914,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $22,835,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $345,000 | 44 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $109,138,000 | 10 |
| Number of Managed Accounts | $91,186,000 | 5 |
| Personal Trust and Agency Accounts | $20,375,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $37,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $77,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $15,370,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $52,990,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,320,000 | 9 |
| Other Fiduciary Accounts | $17,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,825,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,952,000 | 16 |
| Personal Trust and Agency Accounts | $1,592,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,995,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,191,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,568,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 111 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 183 |
| Number (#) individual retirement, health savings, and other similar accounts | $414,000 | 3 |
| Other Fiduciary Accounts | $2,192,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,149,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $22,510,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $350,000 | 42 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $107,468,000 | 10 |
| Number of Managed Accounts | $89,700,000 | 5 |
| Personal Trust and Agency Accounts | $20,212,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $40,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $98,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $15,206,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $51,852,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,260,000 | 9 |
| Other Fiduciary Accounts | $32,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,667,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $87,628,000 | 1 |
| Number of Non-Managed Accounts | $17,768,000 | 17 |
| Personal Trust and Agency Accounts | $1,560,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,014,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,200,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,548,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 228 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 353 |
| Number (#) individual retirement, health savings, and other similar accounts | $419,000 | 3 |
| Other Fiduciary Accounts | $2,027,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $59,861,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $22,373,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $351,000 | 53 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $105,887,000 | 10 |
| Number of Managed Accounts | $88,238,000 | 5 |
| Personal Trust and Agency Accounts | $20,079,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $42,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $101,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $15,025,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $50,719,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,240,000 | 9 |
| Other Fiduciary Accounts | $32,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,492,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,649,000 | 17 |
| Personal Trust and Agency Accounts | $1,559,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,942,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,084,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,588,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 190 |
| Number (#) individual retirement, health savings, and other similar accounts | $407,000 | 4 |
| Other Fiduciary Accounts | $2,069,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $58,794,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $21,877,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $350,000 | 40 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $106,099,000 | 10 |
| Number of Managed Accounts | $88,349,000 | 5 |
| Personal Trust and Agency Accounts | $20,407,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $103,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $14,937,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $50,638,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,186,000 | 9 |
| Other Fiduciary Accounts | $32,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,404,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,750,000 | 17 |
| Personal Trust and Agency Accounts | $1,658,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,944,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,124,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,562,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 133 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 224 |
| Number (#) individual retirement, health savings, and other similar accounts | $397,000 | 4 |
| Other Fiduciary Accounts | $2,065,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,942,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $21,383,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $367,000 | 45 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $105,257,000 | 10 |
| Number of Managed Accounts | $87,766,000 | 5 |
| Personal Trust and Agency Accounts | $20,459,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $106,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $14,837,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $50,144,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,142,000 | 9 |
| Other Fiduciary Accounts | $33,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,306,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,491,000 | 17 |
| Personal Trust and Agency Accounts | $1,564,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,903,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,072,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,483,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $402,000 | 4 |
| Other Fiduciary Accounts | $2,067,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $57,521,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $21,340,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $376,000 | 43 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $104,460,000 | 9 |
| Number of Managed Accounts | $86,960,000 | 5 |
| Personal Trust and Agency Accounts | $20,477,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $44,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $14,739,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $49,461,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,096,000 | 9 |
| Other Fiduciary Accounts | $34,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,213,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $85,059,000 | 2 |
| Number of Non-Managed Accounts | $17,500,000 | 18 |
| Personal Trust and Agency Accounts | $1,573,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,960,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,089,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,442,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 235 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 362 |
| Number (#) individual retirement, health savings, and other similar accounts | $408,000 | 4 |
| Other Fiduciary Accounts | $2,028,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,887,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $20,847,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $383,000 | 48 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $103,591,000 | 10 |
| Number of Managed Accounts | $86,079,000 | 5 |
| Personal Trust and Agency Accounts | $20,455,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 71 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $14,588,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $48,775,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,075,000 | 8 |
| Other Fiduciary Accounts | $33,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $14,070,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,512,000 | 18 |
| Personal Trust and Agency Accounts | $1,596,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,918,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,107,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,425,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Number (#) individual retirement, health savings, and other similar accounts | $401,000 | 4 |
| Other Fiduciary Accounts | $2,065,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $56,374,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $20,628,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $396,000 | 37 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $103,518,000 | 9 |
| Number of Managed Accounts | $85,893,000 | 5 |
| Personal Trust and Agency Accounts | $20,596,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $109,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $14,503,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $48,496,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,108,000 | 8 |
| Other Fiduciary Accounts | $35,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,985,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,625,000 | 18 |
| Personal Trust and Agency Accounts | $1,585,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,970,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,173,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,451,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 126 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Number (#) individual retirement, health savings, and other similar accounts | $408,000 | 4 |
| Other Fiduciary Accounts | $2,038,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,948,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $20,352,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $396,000 | 42 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $103,508,000 | 9 |
| Number of Managed Accounts | $85,769,000 | 5 |
| Personal Trust and Agency Accounts | $20,618,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $46,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $14,394,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $48,462,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,104,000 | 8 |
| Other Fiduciary Accounts | $35,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,879,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,739,000 | 18 |
| Personal Trust and Agency Accounts | $1,570,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,970,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,256,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,463,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Number (#) individual retirement, health savings, and other similar accounts | $420,000 | 4 |
| Other Fiduciary Accounts | $2,060,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $55,414,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $19,957,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $405,000 | 41 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $102,864,000 | 9 |
| Number of Managed Accounts | $85,176,000 | 5 |
| Personal Trust and Agency Accounts | $20,674,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 73 |
| Employee Benefit-defined Benefit Accounts | $115,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $14,329,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $47,887,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,086,000 | 8 |
| Other Fiduciary Accounts | $36,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,709,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $82,887,000 | 1 |
| Number of Non-Managed Accounts | $17,688,000 | 17 |
| Personal Trust and Agency Accounts | $1,584,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,904,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,221,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,483,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 243 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 360 |
| Number (#) individual retirement, health savings, and other similar accounts | $418,000 | 4 |
| Other Fiduciary Accounts | $2,078,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,862,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $19,719,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $415,000 | 46 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $101,931,000 | 10 |
| Number of Managed Accounts | $84,494,000 | 5 |
| Personal Trust and Agency Accounts | $20,632,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $50,000 | 74 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $14,168,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $47,491,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,013,000 | 7 |
| Other Fiduciary Accounts | $33,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,647,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,437,000 | 17 |
| Personal Trust and Agency Accounts | $1,592,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,894,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $8,067,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,419,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $422,000 | 4 |
| Other Fiduciary Accounts | $2,043,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $54,008,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $19,419,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $414,000 | 42 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $101,460,000 | 9 |
| Number of Managed Accounts | $84,051,000 | 5 |
| Personal Trust and Agency Accounts | $20,652,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $14,043,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $47,133,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,034,000 | 7 |
| Other Fiduciary Accounts | $31,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,433,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,409,000 | 16 |
| Personal Trust and Agency Accounts | $1,583,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,917,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,064,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,396,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $420,000 | 4 |
| Other Fiduciary Accounts | $2,029,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,788,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $19,308,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $415,000 | 41 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $100,872,000 | 10 |
| Number of Managed Accounts | $83,446,000 | 5 |
| Personal Trust and Agency Accounts | $20,756,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 72 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $13,752,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $46,742,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,007,000 | 7 |
| Other Fiduciary Accounts | $31,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,242,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $17,426,000 | 17 |
| Personal Trust and Agency Accounts | $1,603,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,935,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,043,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,398,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 134 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Number (#) individual retirement, health savings, and other similar accounts | $410,000 | 4 |
| Other Fiduciary Accounts | $2,037,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $53,395,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $19,228,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $417,000 | 41 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $98,300,000 | 10 |
| Number of Managed Accounts | $81,787,000 | 5 |
| Personal Trust and Agency Accounts | $19,789,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 68 |
| Employee Benefit-defined Benefit Accounts | $107,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $13,611,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $46,193,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,004,000 | 7 |
| Other Fiduciary Accounts | $30,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $13,103,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $77,602,000 | 2 |
| Number of Non-Managed Accounts | $16,513,000 | 17 |
| Personal Trust and Agency Accounts | $704,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,918,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $8,048,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,441,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 255 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 374 |
| Number (#) individual retirement, health savings, and other similar accounts | $369,000 | 4 |
| Other Fiduciary Accounts | $2,033,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $52,988,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $19,022,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $421,000 | 46 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $97,384,000 | 10 |
| Number of Managed Accounts | $80,993,000 | 5 |
| Personal Trust and Agency Accounts | $19,916,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $52,000 | 69 |
| Employee Benefit-defined Benefit Accounts | $110,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $13,456,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $45,406,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $2,019,000 | 8 |
| Other Fiduciary Accounts | $34,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,944,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,391,000 | 17 |
| Personal Trust and Agency Accounts | $715,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,873,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $7,984,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,436,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 132 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Number (#) individual retirement, health savings, and other similar accounts | $374,000 | 4 |
| Other Fiduciary Accounts | $2,009,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,802,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,584,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $417,000 | 40 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $96,830,000 | 10 |
| Number of Managed Accounts | $80,640,000 | 5 |
| Personal Trust and Agency Accounts | $19,997,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $57,000 | 64 |
| Employee Benefit-defined Benefit Accounts | $112,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $13,389,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $45,226,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,822,000 | 8 |
| Other Fiduciary Accounts | $37,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,877,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,190,000 | 17 |
| Personal Trust and Agency Accounts | $712,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,887,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $7,931,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,271,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Number (#) individual retirement, health savings, and other similar accounts | $378,000 | 4 |
| Other Fiduciary Accounts | $2,011,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $51,199,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $18,658,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $412,000 | 42 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $96,349,000 | 10 |
| Number of Managed Accounts | $80,327,000 | 5 |
| Personal Trust and Agency Accounts | $20,080,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $64,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $108,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $13,217,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $45,004,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,816,000 | 8 |
| Other Fiduciary Accounts | $38,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,708,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $16,022,000 | 17 |
| Personal Trust and Agency Accounts | $716,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,736,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $7,916,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,277,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 130 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $374,000 | 5 |
| Other Fiduciary Accounts | $2,003,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,826,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $18,465,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $416,000 | 42 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $95,674,000 | 10 |
| Number of Managed Accounts | $79,686,000 | 5 |
| Personal Trust and Agency Accounts | $20,022,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $66,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $114,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $13,077,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $44,565,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,807,000 | 8 |
| Other Fiduciary Accounts | $35,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,537,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $75,569,000 | 1 |
| Number of Non-Managed Accounts | $15,988,000 | 16 |
| Personal Trust and Agency Accounts | $734,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,762,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $7,902,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,224,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 256 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 371 |
| Number (#) individual retirement, health savings, and other similar accounts | $367,000 | 5 |
| Other Fiduciary Accounts | $1,999,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $50,212,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $18,302,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $404,000 | 50 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $95,056,000 | 10 |
| Number of Managed Accounts | $79,298,000 | 5 |
| Personal Trust and Agency Accounts | $20,090,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $68,000 | 57 |
| Employee Benefit-defined Benefit Accounts | $113,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $12,962,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $44,213,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,818,000 | 8 |
| Other Fiduciary Accounts | $34,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,420,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,758,000 | 15 |
| Personal Trust and Agency Accounts | $830,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,674,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,651,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,192,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $350,000 | 5 |
| Other Fiduciary Accounts | $2,061,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $49,185,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,171,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $397,000 | 41 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $94,676,000 | 10 |
| Number of Managed Accounts | $79,106,000 | 5 |
| Personal Trust and Agency Accounts | $20,118,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $75,000 | 53 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $12,907,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $44,025,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,830,000 | 8 |
| Other Fiduciary Accounts | $33,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,372,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,570,000 | 16 |
| Personal Trust and Agency Accounts | $823,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,535,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,583,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,236,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 223 |
| Number (#) individual retirement, health savings, and other similar accounts | $336,000 | 6 |
| Other Fiduciary Accounts | $2,057,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $48,745,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,018,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $393,000 | 41 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $94,121,000 | 10 |
| Number of Managed Accounts | $78,524,000 | 5 |
| Personal Trust and Agency Accounts | $20,135,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $82,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $12,719,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $43,631,000 | 4 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,804,000 | 8 |
| Other Fiduciary Accounts | $31,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,191,000 | 7 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,597,000 | 16 |
| Personal Trust and Agency Accounts | $846,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,559,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,552,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,245,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 148 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Number (#) individual retirement, health savings, and other similar accounts | $340,000 | 6 |
| Other Fiduciary Accounts | $2,055,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $48,337,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,805,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $403,000 | 40 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $93,768,000 | 10 |
| Number of Managed Accounts | $78,156,000 | 5 |
| Personal Trust and Agency Accounts | $20,187,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $93,000 | 42 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $12,610,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $43,288,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,821,000 | 7 |
| Other Fiduciary Accounts | $31,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,082,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $73,879,000 | 2 |
| Number of Non-Managed Accounts | $15,612,000 | 15 |
| Personal Trust and Agency Accounts | $840,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,567,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $7,523,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,259,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 270 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $353,000 | 6 |
| Other Fiduciary Accounts | $2,070,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $47,959,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,680,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $400,000 | 46 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $93,306,000 | 10 |
| Number of Managed Accounts | $77,771,000 | 5 |
| Personal Trust and Agency Accounts | $20,289,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $106,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $124,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $12,559,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $42,845,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,817,000 | 8 |
| Other Fiduciary Accounts | $31,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,044,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,535,000 | 14 |
| Personal Trust and Agency Accounts | $844,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,465,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $7,599,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,217,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 221 |
| Number (#) individual retirement, health savings, and other similar accounts | $359,000 | 5 |
| Other Fiduciary Accounts | $2,051,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $46,920,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,113,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $405,000 | 39 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $92,919,000 | 10 |
| Number of Managed Accounts | $77,401,000 | 6 |
| Personal Trust and Agency Accounts | $20,348,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $113,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $122,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $12,537,000 | 7 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $42,412,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,835,000 | 7 |
| Other Fiduciary Accounts | $34,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $12,019,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,518,000 | 13 |
| Personal Trust and Agency Accounts | $868,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,525,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,494,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,207,000 | 8 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $351,000 | 5 |
| Other Fiduciary Accounts | $2,073,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,634,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $16,473,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $414,000 | 39 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $92,517,000 | 10 |
| Number of Managed Accounts | $77,044,000 | 5 |
| Personal Trust and Agency Accounts | $20,511,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $118,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $129,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $12,403,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $42,043,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,808,000 | 7 |
| Other Fiduciary Accounts | $32,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,899,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,473,000 | 15 |
| Personal Trust and Agency Accounts | $998,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,452,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $7,405,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,219,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 219 |
| Number (#) individual retirement, health savings, and other similar accounts | $348,000 | 5 |
| Other Fiduciary Accounts | $2,051,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,181,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,137,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $407,000 | 41 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $91,970,000 | 10 |
| Number of Managed Accounts | $76,566,000 | 5 |
| Personal Trust and Agency Accounts | $20,565,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $124,000 | 33 |
| Employee Benefit-defined Benefit Accounts | $128,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $12,300,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $41,658,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,761,000 | 8 |
| Other Fiduciary Accounts | $30,000 | 37 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $11,802,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $72,722,000 | 2 |
| Number of Non-Managed Accounts | $15,404,000 | 15 |
| Personal Trust and Agency Accounts | $900,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,430,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $7,370,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,252,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 382 |
| Number (#) individual retirement, health savings, and other similar accounts | $356,000 | 6 |
| Other Fiduciary Accounts | $2,096,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $44,885,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $16,161,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $397,000 | 53 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $91,478,000 | 10 |
| Number of Managed Accounts | $76,157,000 | 5 |
| Personal Trust and Agency Accounts | $20,682,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $132,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $126,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $12,190,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $41,191,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,806,000 | 8 |
| Other Fiduciary Accounts | $30,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,948,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,321,000 | 15 |
| Personal Trust and Agency Accounts | $1,039,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,321,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,274,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $2,267,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Number (#) individual retirement, health savings, and other similar accounts | $357,000 | 5 |
| Other Fiduciary Accounts | $2,063,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $44,050,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $15,782,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $398,000 | 44 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $91,104,000 | 10 |
| Number of Managed Accounts | $76,028,000 | 5 |
| Personal Trust and Agency Accounts | $20,813,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $115,000 | 34 |
| Employee Benefit-defined Benefit Accounts | $135,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $12,106,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $41,027,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,802,000 | 8 |
| Other Fiduciary Accounts | $30,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,868,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,076,000 | 15 |
| Personal Trust and Agency Accounts | $951,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,288,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $7,151,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $2,263,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Number (#) individual retirement, health savings, and other similar accounts | $365,000 | 6 |
| Other Fiduciary Accounts | $2,058,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,554,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $15,254,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $394,000 | 46 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $90,614,000 | 11 |
| Number of Managed Accounts | $75,545,000 | 5 |
| Personal Trust and Agency Accounts | $20,848,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $112,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $133,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $11,949,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $40,609,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,864,000 | 8 |
| Other Fiduciary Accounts | $30,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,748,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,069,000 | 16 |
| Personal Trust and Agency Accounts | $1,124,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,100,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $7,131,000 | 3 |
| Number non-managed other employee benefit and retirement-related accounts | $2,270,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Number (#) individual retirement, health savings, and other similar accounts | $413,000 | 5 |
| Other Fiduciary Accounts | $2,031,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,887,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $14,903,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $394,000 | 45 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $89,986,000 | 11 |
| Number of Managed Accounts | $74,960,000 | 5 |
| Personal Trust and Agency Accounts | $20,863,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $136,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $11,836,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $40,199,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $1,777,000 | 8 |
| Other Fiduciary Accounts | $31,000 | 34 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,687,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $71,242,000 | 3 |
| Number of Non-Managed Accounts | $15,026,000 | 15 |
| Personal Trust and Agency Accounts | $1,005,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,175,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $7,092,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,287,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 395 |
| Number (#) individual retirement, health savings, and other similar accounts | $410,000 | 6 |
| Other Fiduciary Accounts | $2,057,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,683,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $15,064,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $409,000 | 52 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $89,404,000 | 11 |
| Number of Managed Accounts | $74,145,000 | 5 |
| Personal Trust and Agency Accounts | $21,058,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $121,000 | 30 |
| Employee Benefit-defined Benefit Accounts | $118,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $11,653,000 | 6 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $40,394,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $767,000 | 11 |
| Other Fiduciary Accounts | $34,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,515,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,259,000 | 15 |
| Personal Trust and Agency Accounts | $1,160,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,197,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $7,140,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,253,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 205 |
| Number (#) individual retirement, health savings, and other similar accounts | $373,000 | 5 |
| Other Fiduciary Accounts | $2,136,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,241,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $15,038,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $400,000 | 43 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $88,949,000 | 11 |
| Number of Managed Accounts | $73,917,000 | 4 |
| Personal Trust and Agency Accounts | $21,191,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $170,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $145,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $11,528,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $40,102,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $746,000 | 11 |
| Other Fiduciary Accounts | $35,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,461,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,032,000 | 16 |
| Personal Trust and Agency Accounts | $816,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,239,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $7,129,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,280,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $389,000 | 5 |
| Other Fiduciary Accounts | $2,179,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,717,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,795,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $401,000 | 42 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $88,155,000 | 11 |
| Number of Managed Accounts | $73,164,000 | 4 |
| Personal Trust and Agency Accounts | $21,246,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $169,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $148,000 | 10 |
| Number of other employee benefit and retirement-related accounts | $11,296,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $39,579,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $693,000 | 12 |
| Other Fiduciary Accounts | $33,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,327,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,991,000 | 16 |
| Personal Trust and Agency Accounts | $915,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,263,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $6,944,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,304,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 206 |
| Number (#) individual retirement, health savings, and other similar accounts | $368,000 | 6 |
| Other Fiduciary Accounts | $2,197,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $41,006,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,470,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $425,000 | 40 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $87,621,000 | 11 |
| Number of Managed Accounts | $72,566,000 | 4 |
| Personal Trust and Agency Accounts | $21,286,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $174,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $152,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $11,151,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $39,068,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $704,000 | 11 |
| Other Fiduciary Accounts | $31,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,244,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $68,505,000 | 4 |
| Number of Non-Managed Accounts | $15,055,000 | 16 |
| Personal Trust and Agency Accounts | $1,239,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,122,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $6,813,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,339,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 418 |
| Number (#) individual retirement, health savings, and other similar accounts | $342,000 | 7 |
| Other Fiduciary Accounts | $2,200,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,656,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $13,872,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $443,000 | 48 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $85,162,000 | 13 |
| Number of Managed Accounts | $70,463,000 | 5 |
| Personal Trust and Agency Accounts | $20,989,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $158,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $10,879,000 | 5 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $37,395,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $816,000 | 11 |
| Other Fiduciary Accounts | $42,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,027,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,699,000 | 16 |
| Personal Trust and Agency Accounts | $839,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,034,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $6,793,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,439,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Number (#) individual retirement, health savings, and other similar accounts | $354,000 | 3 |
| Other Fiduciary Accounts | $2,240,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $40,042,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,296,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $464,000 | 37 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $85,446,000 | 12 |
| Number of Managed Accounts | $70,526,000 | 5 |
| Personal Trust and Agency Accounts | $21,069,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $163,000 | 11 |
| Number of other employee benefit and retirement-related accounts | $10,805,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $37,461,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $791,000 | 11 |
| Other Fiduciary Accounts | $41,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,988,000 | 6 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,920,000 | 16 |
| Personal Trust and Agency Accounts | $824,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,102,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $6,692,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,579,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Number (#) individual retirement, health savings, and other similar accounts | $363,000 | 3 |
| Other Fiduciary Accounts | $2,360,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,704,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,337,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $487,000 | 36 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $85,345,000 | 12 |
| Number of Managed Accounts | $70,424,000 | 5 |
| Personal Trust and Agency Accounts | $21,127,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $192,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $160,000 | 12 |
| Number of other employee benefit and retirement-related accounts | $10,750,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $37,465,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $680,000 | 12 |
| Other Fiduciary Accounts | $50,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $9,966,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,921,000 | 16 |
| Personal Trust and Agency Accounts | $952,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,024,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $6,552,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,583,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Number (#) individual retirement, health savings, and other similar accounts | $368,000 | 3 |
| Other Fiduciary Accounts | $2,442,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,420,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $13,614,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $518,000 | 33 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $85,195,000 | 11 |
| Number of Managed Accounts | $70,226,000 | 5 |
| Personal Trust and Agency Accounts | $21,305,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $207,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $166,000 | 13 |
| Number of other employee benefit and retirement-related accounts | $10,945,000 | 4 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $36,767,000 | 3 |
| Number of foundation and endowment trust and agency accounts, managed assets | $779,000 | 11 |
| Other Fiduciary Accounts | $57,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $10,133,000 | 5 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $65,627,000 | 3 |
| Number of Non-Managed Accounts | $14,969,000 | 15 |
| Personal Trust and Agency Accounts | $868,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,866,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $6,354,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,830,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 414 |
| Number (#) individual retirement, health savings, and other similar accounts | $381,000 | 4 |
| Other Fiduciary Accounts | $2,670,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,183,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $13,606,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $542,000 | 40 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $39,452,000 | 16 |
| Number of Managed Accounts | $24,376,000 | 11 |
| Personal Trust and Agency Accounts | $8,104,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $54,000 | 76 |
| Employee Benefit-defined Benefit Accounts | $73,000 | 22 |
| Number of other employee benefit and retirement-related accounts | $3,978,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $11,949,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $171,000 | 33 |
| Other Fiduciary Accounts | $47,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,404,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $15,076,000 | 16 |
| Personal Trust and Agency Accounts | $810,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,818,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $6,255,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,947,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 189 |
| Number (#) individual retirement, health savings, and other similar accounts | $343,000 | 2 |
| Other Fiduciary Accounts | $2,903,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,777,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $11,653,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $401,000 | 39 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $38,565,000 | 15 |
| Number of Managed Accounts | $23,811,000 | 11 |
| Personal Trust and Agency Accounts | $7,988,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $56,000 | 75 |
| Employee Benefit-defined Benefit Accounts | $57,000 | 26 |
| Number of other employee benefit and retirement-related accounts | $3,837,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $11,713,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $154,000 | 38 |
| Other Fiduciary Accounts | $6,000 | 59 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,294,000 | 13 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,754,000 | 16 |
| Personal Trust and Agency Accounts | $779,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,813,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $6,086,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,968,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 185 |
| Number (#) individual retirement, health savings, and other similar accounts | $308,000 | 5 |
| Other Fiduciary Accounts | $2,800,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,034,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $8,602,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $392,000 | 40 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $37,679,000 | 15 |
| Number of Managed Accounts | $22,910,000 | 10 |
| Personal Trust and Agency Accounts | $7,803,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $55,000 | 77 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 25 |
| Number of other employee benefit and retirement-related accounts | $3,660,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $11,172,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $155,000 | 34 |
| Other Fiduciary Accounts | $6,000 | 58 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 7 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $3,131,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,769,000 | 15 |
| Personal Trust and Agency Accounts | $777,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,808,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $6,010,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $2,995,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Number (#) individual retirement, health savings, and other similar accounts | $317,000 | 5 |
| Other Fiduciary Accounts | $2,862,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,668,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $8,498,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $393,000 | 39 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $35,975,000 | 14 |
| Number of Managed Accounts | $21,656,000 | 10 |
| Personal Trust and Agency Accounts | $7,552,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 92 |
| Employee Benefit-defined Benefit Accounts | $59,000 | 27 |
| Number of other employee benefit and retirement-related accounts | $3,419,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $10,418,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $153,000 | 33 |
| Other Fiduciary Accounts | $2,000 | 165 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,897,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $19,724,000 | 9 |
| Number of Non-Managed Accounts | $14,319,000 | 16 |
| Personal Trust and Agency Accounts | $767,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,735,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $5,942,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,020,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 407 |
| Number (#) individual retirement, health savings, and other similar accounts | $323,000 | 4 |
| Other Fiduciary Accounts | $2,532,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,404,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $7,631,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $380,000 | 55 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $34,458,000 | 14 |
| Number of Managed Accounts | $20,291,000 | 13 |
| Personal Trust and Agency Accounts | $7,360,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $53,000 | 87 |
| Employee Benefit-defined Benefit Accounts | $55,000 | 28 |
| Number of other employee benefit and retirement-related accounts | $3,206,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $9,469,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $146,000 | 36 |
| Other Fiduciary Accounts | $2,000 | 83 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,700,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,167,000 | 16 |
| Personal Trust and Agency Accounts | $773,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,669,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $5,838,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,005,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Number (#) individual retirement, health savings, and other similar accounts | $320,000 | 4 |
| Other Fiduciary Accounts | $2,562,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,629,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $7,218,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $333,000 | 49 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $33,729,000 | 15 |
| Number of Managed Accounts | $19,622,000 | 14 |
| Personal Trust and Agency Accounts | $7,214,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $51,000 | 85 |
| Employee Benefit-defined Benefit Accounts | $54,000 | 29 |
| Number of other employee benefit and retirement-related accounts | $3,042,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $9,128,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 40 |
| Other Fiduciary Accounts | $1,000 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,574,000 | 12 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,107,000 | 17 |
| Personal Trust and Agency Accounts | $781,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,611,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $5,791,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,002,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 170 |
| Number (#) individual retirement, health savings, and other similar accounts | $326,000 | 5 |
| Other Fiduciary Accounts | $2,596,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,791,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $6,996,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $327,000 | 47 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $32,802,000 | 16 |
| Number of Managed Accounts | $18,778,000 | 14 |
| Personal Trust and Agency Accounts | $7,035,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $49,000 | 86 |
| Employee Benefit-defined Benefit Accounts | $52,000 | 31 |
| Number of other employee benefit and retirement-related accounts | $2,874,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $8,634,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $133,000 | 38 |
| Other Fiduciary Accounts | $1,000 | 98 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,406,000 | 11 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $14,024,000 | 17 |
| Personal Trust and Agency Accounts | $779,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,611,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $5,666,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,019,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Number (#) individual retirement, health savings, and other similar accounts | $342,000 | 6 |
| Other Fiduciary Accounts | $2,607,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,720,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $6,820,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $315,000 | 45 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $31,962,000 | 17 |
| Number of Managed Accounts | $18,066,000 | 15 |
| Personal Trust and Agency Accounts | $6,849,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $47,000 | 102 |
| Employee Benefit-defined Benefit Accounts | $50,000 | 33 |
| Number of other employee benefit and retirement-related accounts | $2,703,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $8,284,000 | 9 |
| Number of foundation and endowment trust and agency accounts, managed assets | $132,000 | 40 |
| Other Fiduciary Accounts | $1,000 | 200 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $2,277,000 | 14 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $16,396,000 | 11 |
| Number of Non-Managed Accounts | $13,896,000 | 18 |
| Personal Trust and Agency Accounts | $775,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,544,000 | 21 |
| Employee Benefit-defined Benefit Accounts | $5,560,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,017,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $0 | 358 |
| Number (#) individual retirement, health savings, and other similar accounts | $336,000 | 6 |
| Other Fiduciary Accounts | $2,664,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,064,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $6,694,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $296,000 | 71 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $71,215,000 | 11 |
| Number of Managed Accounts | $22,451,000 | 14 |
| Personal Trust and Agency Accounts | $9,610,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $450,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,971,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $7,362,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,861,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $58,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,764,000 | 10 |
| Personal Trust and Agency Accounts | $10,704,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,077,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $15,712,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,993,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $18,278,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,035,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $9,189,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $69,963,000 | 11 |
| Number of Managed Accounts | $21,747,000 | 16 |
| Personal Trust and Agency Accounts | $9,387,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $196,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $442,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $2,864,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $6,995,000 | 10 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,863,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $38,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $48,216,000 | 10 |
| Personal Trust and Agency Accounts | $10,628,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,053,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $15,482,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,967,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $18,086,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,066,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $9,119,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $69,328,000 | 10 |
| Number of Managed Accounts | $21,357,000 | 17 |
| Personal Trust and Agency Accounts | $9,206,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $195,000 | 20 |
| Employee Benefit-defined Benefit Accounts | $467,000 | 7 |
| Number of other employee benefit and retirement-related accounts | $2,849,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $6,781,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,859,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $41,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,971,000 | 9 |
| Personal Trust and Agency Accounts | $10,527,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,046,000 | 19 |
| Employee Benefit-defined Benefit Accounts | $15,611,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,970,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $17,817,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,076,000 | 40 |
| Fiduciary Accounts Held in Foreign Offices | $9,003,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $28,662,000 | 26 |
| Number of Managed Accounts | $14,870,000 | 18 |
| Personal Trust and Agency Accounts | $6,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $45,000 | 111 |
| Employee Benefit-defined Benefit Accounts | $43,000 | 38 |
| Number of other employee benefit and retirement-related accounts | $2,250,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $6,413,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $119,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $13,792,000 | 20 |
| Personal Trust and Agency Accounts | $761,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,471,000 | 23 |
| Employee Benefit-defined Benefit Accounts | $5,304,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,062,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $3,194,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,183,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $6,898,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $68,076,000 | 11 |
| Number of Managed Accounts | $20,579,000 | 16 |
| Personal Trust and Agency Accounts | $8,937,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 22 |
| Employee Benefit-defined Benefit Accounts | $482,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,725,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $6,313,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,938,000 | 4 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $43,000 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $47,497,000 | 9 |
| Personal Trust and Agency Accounts | $10,269,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,065,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $15,949,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,955,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $17,259,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,122,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $8,887,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $67,202,000 | 15 |
| Number of Managed Accounts | $20,342,000 | 15 |
| Personal Trust and Agency Accounts | $8,852,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $184,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $462,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,673,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $6,038,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,133,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $35,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,860,000 | 11 |
| Personal Trust and Agency Accounts | $10,197,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,984,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $15,538,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,909,000 | 17 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $17,232,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,181,000 | 43 |
| Fiduciary Accounts Held in Foreign Offices | $8,502,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $67,081,000 | 11 |
| Number of Managed Accounts | $20,944,000 | 15 |
| Personal Trust and Agency Accounts | $9,168,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 26 |
| Employee Benefit-defined Benefit Accounts | $487,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,679,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $5,812,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,617,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $46,137,000 | 10 |
| Personal Trust and Agency Accounts | $10,004,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,091,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $15,239,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,795,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $17,008,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,091,000 | 42 |
| Fiduciary Accounts Held in Foreign Offices | $8,315,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $65,767,000 | 11 |
| Number of Managed Accounts | $20,406,000 | 16 |
| Personal Trust and Agency Accounts | $9,037,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $182,000 | 25 |
| Employee Benefit-defined Benefit Accounts | $475,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,587,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $5,673,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,452,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $33,000 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $45,361,000 | 10 |
| Personal Trust and Agency Accounts | $9,902,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,169,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $14,906,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,792,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $16,592,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,176,000 | 44 |
| Fiduciary Accounts Held in Foreign Offices | $8,135,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $62,564,000 | 11 |
| Number of Managed Accounts | $20,021,000 | 16 |
| Personal Trust and Agency Accounts | $8,955,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 27 |
| Employee Benefit-defined Benefit Accounts | $449,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,593,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $5,506,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,341,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,543,000 | 10 |
| Personal Trust and Agency Accounts | $9,030,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,115,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $14,424,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,746,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $15,228,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,177,000 | 41 |
| Fiduciary Accounts Held in Foreign Offices | $7,506,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $62,593,000 | 11 |
| Number of Managed Accounts | $19,695,000 | 14 |
| Personal Trust and Agency Accounts | $8,891,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $181,000 | 28 |
| Employee Benefit-defined Benefit Accounts | $484,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,554,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $5,409,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $2,176,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 8 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $42,898,000 | 10 |
| Personal Trust and Agency Accounts | $9,367,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,083,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $13,973,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,794,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $15,681,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,880,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $7,100,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $57,773,000 | 13 |
| Number of Managed Accounts | $19,256,000 | 15 |
| Personal Trust and Agency Accounts | $9,044,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $177,000 | 29 |
| Employee Benefit-defined Benefit Accounts | $482,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,581,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $6,541,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $431,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 9 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $38,517,000 | 11 |
| Personal Trust and Agency Accounts | $9,923,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,453,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $10,656,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $5,032,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,453,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,914,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $7,100,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $56,965,000 | 12 |
| Number of Managed Accounts | $19,056,000 | 15 |
| Personal Trust and Agency Accounts | $8,916,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $240,000 | 24 |
| Employee Benefit-defined Benefit Accounts | $523,000 | 2 |
| Number of other employee benefit and retirement-related accounts | $2,543,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $6,388,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $446,000 | 12 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $37,909,000 | 11 |
| Personal Trust and Agency Accounts | $9,638,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,497,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $10,737,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $5,015,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,022,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $1,945,000 | 45 |
| Fiduciary Accounts Held in Foreign Offices | $6,812,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $55,152,000 | 10 |
| Number of Managed Accounts | $18,455,000 | 15 |
| Personal Trust and Agency Accounts | $8,469,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $154,000 | 37 |
| Employee Benefit-defined Benefit Accounts | $500,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,519,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 101 |
| Number of managed investment management and investment advisory agency accounts | $6,350,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $463,000 | 13 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,697,000 | 11 |
| Personal Trust and Agency Accounts | $8,313,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,550,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $10,587,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $5,125,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,122,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,455,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $6,066,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $54,533,000 | 10 |
| Number of Managed Accounts | $18,144,000 | 13 |
| Personal Trust and Agency Accounts | $8,319,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 40 |
| Employee Benefit-defined Benefit Accounts | $424,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,494,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $6,315,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $443,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $36,389,000 | 12 |
| Personal Trust and Agency Accounts | $8,140,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,592,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $10,515,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $5,074,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 194 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $10,068,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,483,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $5,964,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $53,080,000 | 10 |
| Number of Managed Accounts | $17,703,000 | 13 |
| Personal Trust and Agency Accounts | $8,077,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $426,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $2,416,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $6,272,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $366,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $35,377,000 | 12 |
| Personal Trust and Agency Accounts | $7,871,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,493,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $10,211,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $5,054,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 196 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,748,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,526,000 | 38 |
| Fiduciary Accounts Held in Foreign Offices | $5,933,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $52,446,000 | 11 |
| Number of Managed Accounts | $17,624,000 | 15 |
| Personal Trust and Agency Accounts | $8,094,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $152,000 | 47 |
| Employee Benefit-defined Benefit Accounts | $391,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,382,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 303 |
| Number of managed investment management and investment advisory agency accounts | $6,256,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $349,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $34,822,000 | 12 |
| Personal Trust and Agency Accounts | $7,711,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,665,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $9,863,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,954,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,629,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,588,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $5,285,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $51,144,000 | 11 |
| Number of Managed Accounts | $17,484,000 | 13 |
| Personal Trust and Agency Accounts | $8,006,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $149,000 | 45 |
| Employee Benefit-defined Benefit Accounts | $415,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,356,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $6,227,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $331,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 10 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,660,000 | 12 |
| Personal Trust and Agency Accounts | $7,167,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,798,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $9,658,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,774,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 200 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,263,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,544,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $4,902,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $50,522,000 | 12 |
| Number of Managed Accounts | $17,475,000 | 12 |
| Personal Trust and Agency Accounts | $8,070,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $146,000 | 43 |
| Employee Benefit-defined Benefit Accounts | $410,000 | 6 |
| Number of other employee benefit and retirement-related accounts | $2,349,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 114 |
| Number of managed investment management and investment advisory agency accounts | $6,171,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $329,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $22,000 | 11 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $33,047,000 | 14 |
| Personal Trust and Agency Accounts | $7,069,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,742,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $9,482,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,720,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 207 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $9,034,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,590,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $4,824,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $49,035,000 | 13 |
| Number of Managed Accounts | $17,599,000 | 14 |
| Personal Trust and Agency Accounts | $8,162,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 31 |
| Employee Benefit-defined Benefit Accounts | $539,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,341,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 116 |
| Number of managed investment management and investment advisory agency accounts | $6,018,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $342,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,436,000 | 13 |
| Personal Trust and Agency Accounts | $7,064,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,625,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $9,069,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,283,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $8,395,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,881,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $4,438,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $48,606,000 | 15 |
| Number of Managed Accounts | $17,477,000 | 14 |
| Personal Trust and Agency Accounts | $8,082,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $203,000 | 35 |
| Employee Benefit-defined Benefit Accounts | $511,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,329,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 312 |
| Number of managed investment management and investment advisory agency accounts | $6,029,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $323,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $31,129,000 | 14 |
| Personal Trust and Agency Accounts | $6,749,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,649,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $9,014,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,328,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 423 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $8,389,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,673,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $4,168,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,780,000 | 14 |
| Number of Managed Accounts | $17,394,000 | 14 |
| Personal Trust and Agency Accounts | $8,057,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $198,000 | 36 |
| Employee Benefit-defined Benefit Accounts | $505,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,337,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $5,973,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $324,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 13 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $30,386,000 | 15 |
| Personal Trust and Agency Accounts | $6,489,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,723,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $8,956,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,182,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 201 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $8,036,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,716,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $3,983,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,108,000 | 16 |
| Number of Managed Accounts | $17,369,000 | 14 |
| Personal Trust and Agency Accounts | $8,011,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $197,000 | 38 |
| Employee Benefit-defined Benefit Accounts | $484,000 | 3 |
| Number of other employee benefit and retirement-related accounts | $2,364,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 113 |
| Number of managed investment management and investment advisory agency accounts | $6,005,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $308,000 | 16 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $21,000 | 12 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,739,000 | 15 |
| Personal Trust and Agency Accounts | $6,449,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,746,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $8,710,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $4,053,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 206 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,781,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,787,000 | 36 |
| Fiduciary Accounts Held in Foreign Offices | $3,848,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,151,000 | 16 |
| Number of Managed Accounts | $17,913,000 | 14 |
| Personal Trust and Agency Accounts | $8,275,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $193,000 | 41 |
| Employee Benefit-defined Benefit Accounts | $502,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $2,382,000 | 12 |
| Corporate Trust and Agency Accounts | $0 | 110 |
| Number of managed investment management and investment advisory agency accounts | $6,263,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $298,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $15,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,238,000 | 15 |
| Personal Trust and Agency Accounts | $6,592,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,688,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $8,649,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,867,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 205 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,442,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,908,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $3,425,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $46,721,000 | 17 |
| Number of Managed Accounts | $17,770,000 | 14 |
| Personal Trust and Agency Accounts | $8,161,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $163,000 | 48 |
| Employee Benefit-defined Benefit Accounts | $472,000 | 4 |
| Number of other employee benefit and retirement-related accounts | $2,264,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 340 |
| Number of managed investment management and investment advisory agency accounts | $6,431,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $279,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $14,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,951,000 | 15 |
| Personal Trust and Agency Accounts | $6,453,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,730,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $8,548,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,883,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 460 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,337,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $2,996,000 | 39 |
| Fiduciary Accounts Held in Foreign Offices | $3,287,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $46,410,000 | 16 |
| Number of Managed Accounts | $17,630,000 | 13 |
| Personal Trust and Agency Accounts | $8,303,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $188,000 | 44 |
| Employee Benefit-defined Benefit Accounts | $471,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,019,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 121 |
| Number of managed investment management and investment advisory agency accounts | $6,373,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $276,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $14,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,780,000 | 15 |
| Personal Trust and Agency Accounts | $6,726,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,917,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $8,633,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,536,000 | 14 |
| Corporate Trust and Agency Accounts | $0 | 209 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $6,968,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,105,000 | 37 |
| Fiduciary Accounts Held in Foreign Offices | $3,191,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,522,000 | 17 |
| Number of Managed Accounts | $18,172,000 | 13 |
| Personal Trust and Agency Accounts | $8,322,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $176,000 | 49 |
| Employee Benefit-defined Benefit Accounts | $458,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,176,000 | 9 |
| Corporate Trust and Agency Accounts | $0 | 129 |
| Number of managed investment management and investment advisory agency accounts | $6,717,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $323,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $12,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,350,000 | 16 |
| Personal Trust and Agency Accounts | $6,595,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,899,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $8,489,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,841,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 211 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,526,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,239,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $3,039,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $47,078,000 | 17 |
| Number of Managed Accounts | $17,732,000 | 14 |
| Personal Trust and Agency Accounts | $8,321,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 59 |
| Employee Benefit-defined Benefit Accounts | $459,000 | 5 |
| Number of other employee benefit and retirement-related accounts | $2,028,000 | 11 |
| Corporate Trust and Agency Accounts | $0 | 138 |
| Number of managed investment management and investment advisory agency accounts | $6,439,000 | 12 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $312,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $13,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $29,346,000 | 15 |
| Personal Trust and Agency Accounts | $6,531,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,980,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $8,399,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,927,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 216 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,509,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,332,000 | 34 |
| Fiduciary Accounts Held in Foreign Offices | $2,958,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $46,702,000 | 16 |
| Number of Managed Accounts | $17,706,000 | 14 |
| Personal Trust and Agency Accounts | $8,392,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $204,000 | 55 |
| Employee Benefit-defined Benefit Accounts | $419,000 | 8 |
| Number of other employee benefit and retirement-related accounts | $2,029,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 378 |
| Number of managed investment management and investment advisory agency accounts | $6,348,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $314,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $5,000 | 16 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $28,996,000 | 14 |
| Personal Trust and Agency Accounts | $6,333,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,894,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $8,401,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,976,000 | 15 |
| Corporate Trust and Agency Accounts | $0 | 452 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $7,392,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,413,000 | 35 |
| Fiduciary Accounts Held in Foreign Offices | $2,698,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $44,005,000 | 14 |
| Number of Managed Accounts | $17,376,000 | 16 |
| Personal Trust and Agency Accounts | $8,319,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $173,000 | 81 |
| Employee Benefit-defined Benefit Accounts | $413,000 | 9 |
| Number of other employee benefit and retirement-related accounts | $1,946,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 351 |
| Number of managed investment management and investment advisory agency accounts | $6,208,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $317,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,000 | 14 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $26,629,000 | 11 |
| Personal Trust and Agency Accounts | $5,510,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,991,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $7,502,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,851,000 | 10 |
| Corporate Trust and Agency Accounts | $0 | 450 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $6,775,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $3,634,000 | 24 |
| Fiduciary Accounts Held in Foreign Offices | $2,364,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |